Blogroll

Gustavo Ballvé on August 25th, 2016

It was my birthday yesterday and I want to share a great information source with my readers: the Valor Intrínseco blog (translation: Intrinsic Value), which joins our blogroll. The blog posts are only in Portuguese, but its subject matter is Value Investing and the material they source is, 99% of the time, in English. I am more than glad to help this “competitor” out because great work always deserves praise – and because there is so much noise in the investment world, we need all the help we can get to hone in on the good stuff.

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Gustavo Ballvé on July 26th, 2016

An update to last week’s post with two reading lists can only mean one thing… more books! These lists are wide-ranging in nature, coming from TED speakers and Farnam Street Blog members, a multidisciplinarian crowd if there ever was any. Enjoy!

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Gustavo Ballvé on January 16th, 2013

Both Farnam St. and Seth Godin have great, quick-read pieces today. At Farnam St., a great definition of the objective/purpose of a company. At Seth’s blog, his opinion on how conferences (or meetings) can work. It might not seem so, but it’s a very practical way of looking at the usefulness of meetings.

Read more about 2 quick reads from favorite sources

Gustavo Ballvé on August 29th, 2012

Credit where credit’s due: we’ve linked to material from Bronte Capital before, but we hadn’t yet made them a Blogroll inductee. That is now fixed as their recent posts on Focus Media make for a highly entertaining investigative series. Again: everything you read here, even when written by us, should be taken with the necessary precautions – the main one being the classic “trust your own diligence”.

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Gustavo Ballvé on May 11th, 2011

First a quick interview (yes, that’s right) with Stephen Hawking. Off-topic for sure, but still inspiring. His sense of humor is impressive. Now for the meat of this post, a one-hour video (also embedded below) with Buffett and Ajit Jain, who emerged from the Dave Sokol affair as a very likely “candidate” for Buffett’s succession […]

Read more about A quick note and a long video

Gustavo Ballvé on March 3rd, 2011

We’ve been meaning to post something from Edge.org, our new Blogroll inductee and a great source for the “free time”-type of thought-provoking reads. And we mean “free time” because their stories tend to run very long. The story we posted is their “question for 2011”: What Scientific Concept Would Improve Everybody’s Cognitive Toolkit? It has been answered by 158 interesting people such as Nassim Taleb, Richard Thaler, Don Tapscott and many others – some wrote simple, quick answers and some really dug deep to justify their arguments. Great stuff, but you have been warned: it’s easy to spend a LOT of time in this website.

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Gustavo Ballvé on February 16th, 2011

The Browser.com is an interesting source and new Buysiders Blogroll inductee. We try to visit it weekly, but only recently did we find out they had a Twitter account as well. The post we highlight is actually a series of interviews with different authors about “Mind and Brain”-related topics. Interesting stuff as usual.

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Gustavo Ballvé on February 2nd, 2011

We’re glad to post a recent story from new Blogroll inductee Simoleon Sense. This blog is a great source for thought-provoking, multidisciplinary everything. This post is a video interview with James Simons of Renaissance Tech, the famous “quant” fund. Mr. Simons’ talk goes about how he started his life with a passion for mathematics and how that eventually led him to investments. We’ve embedded the video and highlighted a few moments inside.

Read more about Simoleon Sense and James Simons

Gustavo Ballvé on January 11th, 2011

New Blogroll inductee Farnam Street blog ran a link to a corporate governance nightmare story, told by an independent director. The story’s focus on the often too-close personal ties between directors and management is key: it’s not as easy to pinpoint as a compensation number, or the percentage of so-called independent directors, or whatever item an analyst picks out from the Proxy statements (in fact, assuming that most investors actually read that is probably too optimistic). One must have a demanding moral filter with all partners, and when investing for the long term this includes a company’s Board of Directors.

Read more about Board vs. Management

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